Nicholas Brooks 2.8 1 idea

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0 winning  /  1 losing  ·  1 positions (30d)
Net: -1.5%
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Germany and Europe are massively increasing infrastructure and defense spending (NATO targets). Regardless of the US election outcome, Europe is forced to re-arm. This spending is "sticky" and government-mandated, providing a floor for European defense contractors. LONG European Defense. Geopolitical de-escalation (unlikely in near term).
ITA Bloomberg Markets Feb 16, 11:59
Nicholas Brooks | 1 trade ideas tracked | ITA | YouTube | Buzzberg